The “My Team” section in Teamflect helps users manage reporting lines and workplace relationships directly within Teamflect. By adding managers, direct reports, mentors, or other relationship types, users can build a more accurate organizational structure and improve collaboration across modules such as Goals, Reviews, Feedback, and Meetings.
Depending on the relationship type selected, adding someone may also grant visibility into certain performance-related data and trigger an approval workflow to maintain transparency and privacy.
Note: If your organization has uploaded its org chart to Microsoft Teams (recommended method), Teamflect automatically fetches this data and reflects it in the "My Team" section. This allows you to see a list of your manager and direct reports without manual input, providing a clear overview of your reporting structure.
If your org hierarchy is not up-to-date, and you need to take manual action, then follow these steps:
Step 1: Click "Add Relationship"
Find Add relationship button within the My Team section on your Home page.
Step 2: Select a User
Search by name or browse the available list of colleagues.
Step 3: Choose a Relationship Type
Specify the nature of your connection:
Manager / Direct Report
Mentor / Mentee
Indirect Manager / Report
(Options vary based on your organization’s configuration & structure.)
Step 4: Add a Note (Optional)
Include a brief note to give additional context—ideal for defining informal mentorships or dotted-line relationships.
Step 5: Send Request
Click ''Send Request'' for the other party to approve it.
Approval Required
To maintain data privacy, especially regarding sensitive content (like feedback or reviews), any request to add someone as your manager or direct report must be approved by the other party.
If pending, you’ll see a warning icon next to the person’s name.
The other person will receive an approval request with the option to accept or decline.
The other party will see a button and will be able to approve or reject your request from their own ''My Team'' tab.
Please note that you cannot always add relationships as a non-admin user. Teamflect admins can disable your access to add your own relationships and may prefer to manage this centrally. If you are an admin, please see here to learn more.
What Happens After You Add a Relationship?
What the other person can see or do depends on the relationship type selected and whether it has Managerial Access enabled. Some relationship types only establish a connection in Teamflect, while others can grant access to private performance information after approval.
Relationship Types and Access
Relationship type or setting | What happens after the relationship is approved or created |
Manager / Direct Report | Establishes a reporting relationship. When the relationship type has Managerial Access enabled and the request is approved, the first participant can access the second participant’s relevant private performance data, including goals, reviews, and private feedback. |
Mentor / Mentee | Establishes a mentoring relationship. Access to private performance data depends on whether the relationship type has Managerial Access enabled and, if required, whether the request is approved. |
Indirect Manager / Report | Establishes an indirect reporting relationship. Any additional access to private performance data depends on the configured relationship type and its approval requirements. |
Other custom relationship types | Custom types, such as project leads or peer coaches, follow the permissions configured by your Teamflect administrator. |
Your organization may use different relationship types or labels, depending on its configuration.
What Does Managerial Access Change?
Relationship setting or status | What it means for you |
Managerial Access is disabled | The relationship can be created without an approval request. The other person is notified, but the relationship does not grant access to private performance data such as goals, reviews, or feedback. |
Managerial Access is enabled — request pending | The other person must approve or reject the request. While the request is pending, the additional access has not been approved. A warning icon appears next to the person's name. |
Managerial Access is enabled — request approved | The first participant gains access to the relevant private performance information allowed by the relationship type, including goals, reviews, and private feedback. |
Managerial Access is enabled — request declined | The requested relationship is not approved, so the requested additional access is not granted. If you still need this relationship, contact your administrator for guidance. |
What About 1:1 Meetings?
Adding a relationship does not, by itself, confirm that either participant can view or manage the other person's 1:1 meetings. Meeting access depends on the applicable Teamflect permissions and configuration.
If Your Request Is Still Pending
The other participant receives an approval request and can accept or decline it from their My Team tab. You will be notified when they take action. Until the request is approved, the additional access associated with Managerial Access is not granted.
If you cannot add a relationship, your administrator may have restricted the ability for users to create their own relationships.
Use Cases
1. Maintaining Accurate Reporting Structures
Users can add managers and direct reports to ensure reporting relationships are correctly reflected within Teamflect. This helps keep organizational visibility accurate across modules such as Goals, Reviews, Tasks, and Meetings.
2. Supporting Cross-Functional Collaboration
Relationships such as mentors, project leads, or dotted-line managers can be added to reflect real working relationships beyond the formal org chart. This enables better collaboration, coaching, and visibility across teams.
3. Enabling Appropriate Visibility and Access
Relationship types help organizations represent reporting lines, mentoring arrangements, and other working relationships. When a relationship type includes Managerial Access, the approval process helps ensure that access to private performance information is granted only after the other participant approves the request.